Filed January 26, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Float r... | $144,250 |
ASCENSUS LLC6+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 · EIN 90-0142264 | Consulting | $65,000 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,319 | $100,801+33.3% | $149,696-10.3% | $73,409+83.0% |
| Participation rate | 93.8% | 77.7%+16.1pp | 82.5%+11.3pp | 72.2%+21.6pp |
| Annual return | 17.59% | 265.34%-247.7pp | 276.60%-259.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $4,688 | $3,312+41.6% | $4,644+1.0% | $2,234+109.9% |
| Participant deferral / active EE | $5,402 | $6,404-15.7% | $6,842-21.0% | $3,805+42.0% |
| Admin fee / account holder | $174 | $181-4.0% | $9,309-98.1% | $158+10.0% |